BWL
ETP

Bogart Wealth LLC’s Energy Transfer Partners, L.P. ETP Stock Holding History

Bogart Wealth LLC’s Portfolio ETP Stock Details ETP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,676
Closed -$60K – 388
2018
Q3 		$60K Sell
2,676
-1,966
-42% -$42.7K 0.03% 129
2018
Q2 		$88K Hold
4,642
– – 0.05% 108
2018
Q1 		$78K Buy
4,642
+1,000
+27% +$18.6K 0.05% 108
2017
Q4 		$65K Hold
3,642
– – 0.04% 117
2017
Q3 		$67K Buy
+3,642
New +$70.7K 0.05% 110

Other funds holding ETP

WPEP
Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return
GAM
Griffin Asset Management New York $949M AUM 24.98% 1-Year Est. Return
SCP
Syntal Capital Partners Midland, Texas $10M AUM 35.51% 1-Year Est. Return
AWM
Alterna Wealth Management Houston, Texas $174M AUM 15.45% 1-Year Est. Return
MVA
Mount Vernon Associates Baltimore, Maryland $153M AUM 34.88% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
1IA
1834 Investment Advisors Milwaukee, Wisconsin $883M AUM 23.82% 1-Year Est. Return

Bogart Wealth LLC's ETP Position: Q4 2018 in Review

Bogart Wealth LLC sold out of Energy Transfer Partners, L.P. (ETP) in Q4 2018, closing a stake of 2,676 shares — an estimated $60K sold.

Bogart Wealth LLC first reported a position in ETP in Q3 2017 and held it in 5 quarters. The position peaked at $88K in Q2 2018. 8 funds tracked by Wall St. Rank hold ETP as of Q4 2018.

  • Bogart Wealth LLC reported no remaining Energy Transfer Partners, L.P. position as of Q4 2018 after selling out during the quarter.
  • Bogart Wealth LLC sold 2,676 Energy Transfer Partners, L.P. shares in Q4 2018, an estimated $60K.
  • Bogart Wealth LLC first reported a position in Energy Transfer Partners, L.P. in Q3 2017 and held it in 5 quarters.
  • Bogart Wealth LLC's Energy Transfer Partners, L.P. position peaked at $88K in Q2 2018.
  • 8 funds tracked by Wall St. Rank held Energy Transfer Partners, L.P. as of Q4 2018.

Based on Bogart Wealth LLC's 13F filing for Q4 2018, filed 15 Jan 2019.